Wealth Center Operations Manager

HSBC Global Services Limited • Chatham Township, NJ

2d

About The Position

The Wealth Center Operations Manager oversees the operational, service and compliance related activities within the Wealth Center. This individual is responsible for ensuring Wealth Center team members adhere to policies and procedures and support resolution of service issues to drive exceptional customer service. To support these activities, the Wealth Center Operations Manager works closely with the Wealth Center Manager and Field Support Manager to achieve network operational efficiency and operational/ risk control.

Requirements

• Strong verbal and written communication skills that promote and enable openness with staff, management, internal partners, and external parties
• Proven leadership and strong managerial, decision making, problem-solving, organizational and time management skills
• Uphold compliance with all relevant internal and external rules, regulations, and procedures; engage others to act responsibly and minimize operational risk and internal control issues
• Sound judgment, keen sense of urgency, and high level of professional and personal integrity
• Exceptional knowledge of the Wealth Center delivery system, bank policies, procedures, and controls as well as products and services offered within the Wealth Center system, related operational activities and pertinent regulations
• Ability to travel as needed

Responsibilities

• Manage daily operations of the Wealth Center to ensure operational soundness and compliance with policies and procedures
• Collaborate with Wealth Center Managers and staff to maximize usage of Complaint Management System
• Lead remediation activity relating to Customer Due Diligence (CDD) and know your customer (KYC) checks (ie: Periodic Reviews and RFIs)
• Identify areas for improvement and implement corrective actions as necessary
• Conduct regular audits and assessments to identify and mitigate operational risks, fraud, and security breaches
• Implement measures to safeguard customer data, maintain confidentiality, and uphold the integrity of banking operations
• Address escalated customer inquiries, complaints, and issues promptly and effectively
• Implement strategies to enhance customer satisfaction, loyalty, and retention

Benefits

• tailored professional development opportunities
• competitive pay and benefits package
• robust Wellness Hub
• welcoming and inclusive work environment
• industry-leading volunteerism policy
• generous matching gift program
• comprehensive program of immersive Sustainability and Climate Change Initiatives
• Employee Resource Groups

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed